See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,566 | $73,515-77.5% | $62,995-73.7% | $147,584-88.8% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.8%-38.4pp | 82.8%-46.5pp |
| Annual return | 17.89% | 175.43%-157.5pp | 87.57%-69.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $309 | $3,320-90.7% | $2,759-88.8% | $4,876-93.7% |
| Participant deferral / active EE | $309 | $4,185-92.6% | $3,329-90.7% | $5,439-94.3% |
| Admin fee / account holder | $597 | $5,953-90.0% | $3,600-83.4% | $10,885-94.5% |